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Olstein Capital Management is one of the leading companies in the Financial Services sector.
Baldwin Investment Management is a Conshohocken, PA-based company in the Financial Services sector.
Trivest Inc. is one of the leading companies in the Financial Services sector.
Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake. At Aspiriant, we`ve invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant`s clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We`ve structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve. Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.
The Florida Office of Financial Regulation (OFR) provides regulatory oversight for Florida`s financial services industry. The OFR was created in 2003 as the result of the Cabinet Reorganization Act of 2002. Although the OFR is a relatively new agency, its beginnings as a banking, consumer finance and securities regulator date back to the mid-1800s with the creation of the former Comptroller`s Office. The OFR reports to the Financial Services Commission made up of Governor Rick Scott and the members of the Florida Cabinet: Chief Financial Officer Jimmy Patronis, Attorney General Pam Bondi and Agriculture Commissioner Adam Putnam. To protect the citizens of Florida, promote a safe and sound financial marketplace, and contribute to the growth of Florida`s economy with smart, efficient and effective regulation of the financial services industry.